What is eFileCabinet?

eFileCabinet is one of today’s most secure document management systems with an impressive capacity to help companies get rid of paperwork, and please customers with faster and more reliable service. It won our Supreme Software Award for 2016 and it’s currently on of the best document management systems in our review base.

The primary target group for this product are small and developing businesses, while big enterprises can still make great use of it with the special enterprise plan, which gives you 1 TB data storage and a wide range of other useful features. Because of the flexible pricing model and excellent management capabilities, eFileCabinet is definitely a tool most businesses can benefit from.

What can eFileCabinet do for your company?

eFileCabinet is one of the most reasonable investments companies can make to get rid of paperwork, and save both time and maintenance resources. It is a one-stop-shop document management solution which covers a variety of delivery modules, allows for easy and fast upload, and simplifies data migration thanks to its numerous integrations. Manual labor is driven to the lowest possible level, which makes it possible to minimize the risk of human error and losing valuable corporate data. Together with its friendly interface, eFileCabinet offers out-of-the-box security coverage, meaning that files are encrypted and permissions are managed according to your own rules.

What makes eFileCabinet so popular?

eFileCabinet offers a rare and very flexible deployment scenario where companies get to choose whether they want to use it in cloud or on premise. In the first case, they are entitled to a monthly payment scheme or a reduced annual subscription, which can nevertheless be canceled at any time, without concurrent costs. In the on premise case, the business is supposed to pay a usage licence for 3 users (the price depends on the plan), and make a reasonable financial contribution for new users or extended functionality add-ons. Another reasons why so many firms choose to operate with this software are the open APIs, thanks to which they can connect their document manager to literally every third-party system or application.

Why choose eFileCabinet?

In scenarios where deployment is not such an important criterion, the question of why choosing eFileCabinet simply imposes itself: the market is full of document management solution, and the difference between some of them is almost irrelevant. So, why exactly eFileCabinet?

If our experts were to answer this question, they’d emphasize the role of eFileCabinet in remote workforce teams. This system simply stands out from the pool of functional document managers with its universal data access and robust feature suite.

eFileCabinet is one of the rare systems to be tapped in any device without compromising its functionality. It doesn’t require configuration, and it uses an open API technology to connect with all apps and systems you’re currently using or are about to use. For remote teams that need uncompromising mobile functionality, this is just the right system to save time and resources.

Together with the essential features expected from a classic document manager, eFileCabinet allows you to photograph documents, mark and tag files for improved searching, or save searches in a classic and HTML 5 view. At the same time, it preserves the traditional cabinet structure which ensures even the least savvy members of the team will be able to use it.

Overview of eFileCabinet Benefits

There are many benefits to consider when it comes to eFileCabinet, and diverse deployment is only one of them. Let’s see what this software can do for you:

In-Cloud and On-Premise Deployment

You can choose to download eFileCabinet and configure it to your needs, or simply use it in-cloud and preserve the same functionality without handling any updates and maintenance. The main difference here is in pricing – companies with fixed number of document management users would probably benefit from a moderately priced license, while remote and growing teams prefer paying per month, and including as many people as necessary.

User-Friendly Interface

What users love the most about eFileCabinet is that it is easy to use, and doesn’t require the team to surpass cumbersome learning curves in order to manage documents online. Using the system in cloud, you will narrow administrative processes to minimal configuration, and skip all technical difficulties that burdened your IT team. The way this system is designed, it categorizes files in a traditional folder-based library, from where you can research them easily, or save the ones you’re using the most.

Mobile Optimization

As we mentioned, eFileCabinet is a mobile friendly system, designed to let you access your data from literally every devise you’re using. Unlike many products that offer such capacity but fail to deliver the same output, eFileCabinet has an impeccable uptime record, and a list of users to confirm there is no difference between desktop and mobile usage quality. This year, the company released a new HTML 5 view which functions with a SilverLight plugin, and makes sure the system fits every screen where it is being displayed.

Unique Features

In terms of features, eFileCabinet has small and medium businesses completely covered: the admin, manager, or the team sets up the permissions for accessing and editing files, and the journey begins. The most important thing to remember in this aspect is that eFileCabinet doesn’t only let you share and manage existent files, but also create your own using a pre-made template containing all necessary company information. Another valuable feature that was introduced this year is the Zonal OCR tool, thanks to which the system can recognize recently used files, route them to the recipient, and than save them into the most appropriate cabinet/drawer without requiring any human interaction. At the same time, we advise you to check their SideKick feature, namely the asset that will allow you to create an icon for every particular drawer, folder, or operation, and access them immediately without browsing the system.

Open API

eFileCabinet is another follower of the smartest software integration approach: instead of selecting needed integrations, the developers of this system decided to make APIs publicly accessible, so that users themselves can connect it to whatever software architecture they’re using at the moment. This, however, doesn’t mean that there are no pre-made integrations available: eFileCabinet can instantly be connected to DocuSign, Salesforce, Quickbooks, Sage, Citrix ShareFile, and many other applications.

Moderate Pricing

eFileCabinet offers three different payment plans, priced in accordance with the features and data storage. The Performance and Professional plans are designed for small and medium businesses, while the Enterprise one targets large businesses, and is priced by quote to make sure all necessary features will be included. There is also a great free demo that you can use to see how the software works.

Customer Support

Using eFileCabinet, you will have access to an experienced team of document management experts which you can contact either by phone, email, ticket, or use the live chat support option on the product’s website. According to customers, the team is knowledgeable and very responsive, and will be there to assist you whatever you need. Other types of support offered are daily live training, on-demand training webinars, live onboarding, in-software support, forums as well as online documentation.

What Problems Will eFileCabinet Solve?

1. Reducing Operating Expenses

Small to mid-sized businesses need to streamline operations and reduce OPEX to stay afloat and compete with larger players in their respective industries. Going paperless helps companies accomplish this by eliminating the time spent searching for files in physical filing cabinets, walking to the printer and walking to the fax machine, and re-creating “lost” documents that just couldn’t be found. For instance, Lori Wurzel of NC Financial Group/Straxclinic Inc. saves $19,875 in operating expenses annually by relying on eFileCabinet, and Carlene Patterson of Ascension Financial Group saves $4,600 each year on reduced operating expenses.

Going paperless with eFileCabinet’s document management software helps small to mid-sized organizations, or even departments within larger organizations, reduce the storage space (and therefore money) they would have otherwise spent on filing cabinets. For instance, the reduced clutter eFileCabinet gave Corey Kendall of DON Services Inc. resulted in regaining 700 square feet in workspace. Additionally, Patrick Ballard of Ballard & Company was able to eliminate 17 filing cabinets from his office, and Larry Boyd of Oak Bridge Financial estimates that he saves $10,000 annually in freed up storage space within his office.

Going paperless through eFileCabinet document management software removes the manual labor from office and clinic work in the insurance, healthcare, manufacturing, accounting, and financial services industries—optimizing the profitability of small to mid-sized organization’s labor. For instance, Deanna Hancock, a contract nurse, subtracted 20 steps from her workflow process. Jonathan Felt of UST Manufacturing LLC saves 80 hours of paid labor per week with eFileCabinet, and Ryan Utecht of New York Life Insurance Company spends under 20 minutes per week finding and filing appropriate items, whereas it used to take him hours.

It's essential to realize that almost no app in the Collaboration Software category will be an ideal solution that can match all the requirements of all business types, sizes and industries. It may be a good idea to read a few eFileCabinet reviews first as certain services may perform well exclusively in a really small set of applications or be prepared with a really specific industry in mind. Others may work with an idea of being simple and intuitive and as a result lack complicated functions welcomed by more experienced users. You can also come across services that support a wide group of customers and give you a powerful feature base, but that in most cases comes at a higher cost of such a solution. Make sure you're aware of your requirements so that you pick a service that has exactly the functionalities you search for.

How Much Does eFileCabinet Cost?

eFileCabinet Pricing
Plans:

Express – $9.95/month (billed annually)

Profiles, Notifications, & Branding

Basic Templates

File Expiration, Passwords, Comments, & Audit Trails

View PDF/Images (Users Only)

Simple & Secure File Sharing

100 GB free data storage

Performance – by quote

Drag & Drop File Storage

SecureDrawer Client sharing portal

Alerts (Desktop only)

Office integration

eSignature integration

250 GB free data storage

Professional – by quote

All Performance features, plus:

Document retention

Role-based security

Audit trail

Systematic file versioning

Workflow

Guest auditor access (Online only)

CloudView Online Backup Service (Desktop only)

500 GB free data storage

Enterprise – by quote

All Professional features, plus:

Advanced workflow

Active Directory (Desktop only)

SQL Version (Desktop only)

Enterprise Access (Online only)

Full API access

Fast Start – Onsite Training & Deployment

Data Migration

Consulting Services

Workflow planner

Best Practice Advisor

1 TB free Data Storage

Available add-ons:

SalesForce Integration

Zonal OCR

Enterprise Access Master Account

OCR-Plans starting at 120k ppy

Data Conversion

Data Storage $10/month for each additional 100GB

User Satisfaction

We realize that when you make a decision to buy Document Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and eFileCabinet reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with eFileCabinet. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

What integrations are available for eFileCabinet?

eFileCabinet’s open API allow users to integrate this product with a variety of third-party apps, and help it blend with their software infrastructure for extended functionality. In addition, the company offers several pre-made integrations for business users:

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